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LegalCloud organizations are collaborative: you invite your team, give each person a role and see what they did. This page explains how.
Where to find the team
Go to Organization → Team. You will see every member with their role, and the pending invitations. The number of members depends on your plan.
Roles
| Role | What they can do |
|---|---|
| Viewer | Read documents, sites, resources and statistics. |
| Editor | Everything a viewer can do, plus create and edit documents, sites and resources. Cannot delete. |
| Admin | Everything an editor can do, plus delete, access Downloads, manage the Team (without promoting to admin or removing members) and API tokens. |
| Owner | Full control: organization data, roles, removing members, deleting API tokens, billing and deleting the account. There is exactly one owner. |
| Custom | A selection of permissions on documents, sites and resources, without delete. |
Inviting a member
- In Organization → Team, click Invite member.
- Enter the email address and choose the role.
- The invited person receives an email in their language with the invitation and a PIN. They open the link, enter the PIN and accept.
Pending invitations count against the member limit of your plan and can be resent or cancelled.
Changing a role and removing a member
Only the owner can change roles, promote someone to admin and remove members. Select the member and choose the new role or Remove.
User audit
The Team tab includes an audit of what each member did (create, edit, delete, view…) with date and module. You can filter by user, activity and dates. How long the history is kept depends on your plan.
Best practices
- Give each person the lowest role that lets them work.
- Review the team regularly and remove people who no longer need access.
- Use API tokens for integrations, never a person's account.